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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 16 CUTLER INVESTMENT COUNSEL LLC · JACKSONVILLE, OR 97530 | Consulting | $186,759 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 16 THE TRIPPEL GROUP · FRESNO, CA 93720 | Consulting | $89,368 |
CARLSON QUINN4+ years Filed as: CARLSON QUINN & ASSOCIATES Service code 13 | Contract Administrator | $78,267 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 MONICA TIMPE · NEWPORT BEACH, CA 92660 | Consulting | $26,738 |
CARLSON QUINN4+ years Service code 13 · EIN 94-3210526 | Contract Administrator | $23,865 |
Filed as: NEW YORK LIFE INS. CO. Service code 50 · EIN 26-2521787 | Direct Payment | $6,244 |
HARRIS1 year Filed as: HARRIS WEALTH MGMT GROUP Service code 16 7102 NORTH FRESNO STREET · FRESNO, CA 93720 | Consulting | $5,895 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 33 · EIN 04-1590850 | Recordkeeping fees; Investment manage... | $3,145 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 33 | Distribution (12b-1) fees; Soft dolla... | $468 |
SEE ATTACHED2 years Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,577 | $73,102+372.7% | $123,553+179.7% | $56,289+513.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.07% | 3.01%-7.1pp | 119.21%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $13,600 | $2,977+356.8% | $4,628+193.9% | $2,111+544.2% |
| Participant deferral / active EE | $6,923 | $5,423+27.7% | $6,426+7.7% | $3,350+106.7% |
| Admin fee / account holder | $1,494 | $554+169.7% | $9,284-83.9% | $521+186.7% |